Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$544M
3
+$509M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$503M
5
CPRI icon
Capri Holdings
CPRI
+$469M

Top Sells

1
+$771M
2
+$638M
3
+$446M
4
DLTR icon
Dollar Tree
DLTR
+$430M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.95%
2 Financials 8.74%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$28.3M 0.01%
566,427
+8,346
1177
$28.3M 0.01%
310,838
-267,202
1178
$28.2M 0.01%
636,068
-88,267
1179
$28.1M 0.01%
+854,568
1180
$28.1M 0.01%
1,584,649
+311,422
1181
$28.1M 0.01%
708,415
+78,177
1182
$28M 0.01%
1,210,172
+27,969
1183
$27.8M 0.01%
911,289
+363,813
1184
$27.8M 0.01%
355,721
+165,234
1185
$27.8M 0.01%
666,918
+570,156
1186
$27.7M 0.01%
754,278
-504,834
1187
$27.6M 0.01%
331,811
+11,445
1188
$27.6M 0.01%
337,527
-41,093
1189
$27.5M 0.01%
612,062
+461,389
1190
$27.5M 0.01%
317,517
+101,278
1191
$27.4M 0.01%
1,453,010
-95,955
1192
$27.3M 0.01%
1,688,317
+160,025
1193
$27.3M 0.01%
2,083,856
+300,823
1194
$27.3M 0.01%
1,120,874
+120,237
1195
$27.3M 0.01%
1,008,867
-64,394
1196
$27.3M 0.01%
633,085
+252,676
1197
$27.2M 0.01%
239,116
-383,225
1198
$27.2M 0.01%
426,160
+5,422
1199
$27.2M 0.01%
+936,261
1200
$27.1M 0.01%
2,298,376
-240,755
46 47
48
49 50